LMS Capital

What is LMS Capital?

LMS Capital plc is a London-based investment firm operating as a listed Investment Company, striving to create enhanced shareholder returns through direct investments primarily in the smaller sector of the United Kingdom's private equity market. Founded in 1980, LMS Capital has a history of making their mark in the investment landscape guided by their investment philosophy of preserving and creating wealth.

The firm is managed by Gresham House Asset Management (GHAM) and focuses its investments in high-quality portfolio companies that typically demand a degree of management attention which may not be adequately provided by larger funds, or are too intricate for direct investments by individual family offices or individual investors.

LMS Capital has a robust balance sheet with significant cash reserves and sees their competitive edge in their extensive experience and the relationships they foster with exceptional management teams.

This foundation of knowledge and connections in specific sectors underlies their ability to discern and engage in promising investment opportunities. The company outlines a clear goal of delivering an attractive rate of return of 12% to 15% per annum over the medium to long term, of which a portion is realized through an annual dividend.

Dividends commenced in 2020 at a rate of 1.5% of the year-end NAV, with plans to incrementally increase as the investment portfolio evolves. To maintain and grow its portfolio, LMS Capital remains committed to seeking a balance between growing wealth and preserving capital, optimizing existing investments through orderly realization or further investment when a business case justifies additional resources.